Calculators

Important Notice: Links to the interactive calculators and information provided below are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Auto Calculators

Auto Loans

Find out how much automobile you can buy based on your monthly payment, or find out your loan payment based on your purchase price!

Home Equity vs. Auto loan

Use this calculator to determine if a home equity loan makes sense for your next automobile purchase.

Lease vs. Buy

Should you lease your next automobile or finance it? Find out with this calculator!


Credit Cards and Debt Management

Accelerated Debt Payoff

Consolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. This calculator can show you how to accelerate your debt payoff.

Credit Card Pay Off

Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.

Roll-Down Your Credit Card Debt!

The Credit Card Roll-Down Calculator applies two simple principles to paying off your credit card debt.


Loan Calculators

Amortizing Loan

Enter your desired payment – and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!

Credit Line

How big a line of credit can you receive? Use this calculator to find out!

Debt Consolidation

Should you consolidate your debt? Use this calculator to find out.

Loan Comparison

Use this calculator to sort through the monthly payments, fees and other costs associated with comparing loan options.


Mortgage Calculators

Adjustable Rate Mortgage

This calculator helps you to determine what your adjustable mortgage payments will be.

ARM & Interest Only ARM vs. Fixed Rate Mortgage

Use this calculator to compare a fixed rate mortgage to two types of ARMs, a Fully Amortizing ARM and an Interest Only ARM.

Bi-weekly Payment

Using bi-weekly payments can accelerate your mortgage payoff and save you thousands in interest. Use this calculator to compare a typical monthly payment schedule to an accelerated bi-weekly payment.

Maximum Mortgage

Use this calculator to determine your maximum mortgage and how different interest rates affect your how much you can borrow.

Mortgage APR

Use this calculator to find the APR on your mortgage.

15 vs. 30 Year Mortgage

Use this calculator to compare these two mortgage terms, and let us help you decide which term is better for you.

Mortgage

Use this calculator to determine your monthly payment and amortization schedule.

Mortgage Payoff

Save thousands of dollars in interest by increasing your monthly mortgage payment.

Mortgage Points

Should you buy points? Use this calculator to find out.

Mortgage Qualifier

Can you buy your dream home? Find out just how much you can afford!

Mortgage Refinance

Should you refinance your mortgage? Use this calculator to determine when you will breakeven!

Should I Refinance

Use this calculator to see how much interest you can save by refinancing your mortgage!

Home Rent vs. Buy

Are you better off buying your home, or should you continue to rent?


Personal Finance

Checkbook Balancer

Balance your checkbook with this quick and easy calculator.

Home Budget Analysis

Analyze your budget, see where your money goes and find out where you can improve!

Net Worth

This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.

Student Budget

This calculator is specifically designed to help students understand their expenses and income while attending a university, college or other full-time educational institution.


Retirement Savings and Planning

401(k) Savings

A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you can not afford to pass up.

Retirement Planner

Quickly determine if your retirement plan is on track – and learn how to keep it there.

Retirement Shortfall

Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.

Roth IRA

Use this calculator to compare the Roth IRA to an ordinary taxable investment.

Roth IRA Conversion

This calculator will show the advantage, if any, of converting your IRA to a Roth.

Roth IRA vs. Traditional IRA

Use this calculator to determine which IRA may be right for you.

Social Security Benefits

Use this calculator to estimate your Social Security benefits.

Traditional IRA

How can contributing to a regular IRA help you in your retirement?


Savings Calculators

CD Ladder

Use this calculator to examine the benefits of investing in a series of Certificates of Deposits with different maturities, also called a CD Ladder.

Certificate of Deposit

Use this calculator to find out how much interest you can earn on a Certificate of Deposit (CD).

College Savings

Use this calculator to help develop or fine tune your education savings plan.

Compare Savings Rates

Even a small difference in the interest you are paid on your savings can add up over time. Use this calculator to see how different savings rates can impact your savings strategy!

Cool Million

Find out when your savings plan may make you a millionaire!

Compound Savings

Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.

Savings Goals

What will it take to reach your savings goal? This financial calculator helps you find out.

Savings, Taxes, and Inflation

Use this calculator to determine how much your savings will be worth with these two important variables in mind.


Tax Calculators

1040 Tax

How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.

Estate Tax Planning

Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.


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